Accredited Investors’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.1M Sell
783,700
-721
-0.1% -$72.8K 4.68% 6
2025
Q1
$86.3M Sell
784,421
-328
-0% -$36.1K 5.36% 4
2024
Q4
$99M Sell
784,749
-175
-0% -$22.1K 5.8% 4
2024
Q3
$107M Buy
784,924
+175
+0% +$23.9K 6.12% 4
2024
Q2
$107M Sell
784,749
-115
-0% -$15.7K 6.7% 3
2024
Q1
$117M Buy
784,864
+115
+0% +$17.1K 7.49% 2
2023
Q4
$123M Hold
784,749
8.75% 1
2023
Q3
$122M Hold
784,749
9.17% 1
2023
Q2
$141M Sell
784,749
-27
-0% -$4.84K 10.02% 1
2023
Q1
$152M Hold
784,776
11.55% 1
2022
Q4
$136M Buy
784,776
+645,012
+462% +$112M 11.54% 1
2022
Q3
$22.6M Buy
139,764
+149
+0.1% +$24.1K 2.62% 16
2022
Q2
$25.5M Sell
139,615
-5
-0% -$913 3.02% 14
2022
Q1
$29.9M Buy
139,620
+176
+0.1% +$37.7K 2.7% 17
2021
Q4
$29.9M Buy
139,444
+293
+0.2% +$62.8K 2.66% 15
2021
Q3
$25.3M Buy
139,151
+77
+0.1% +$14K 2.74% 14
2021
Q2
$28.9M Buy
139,074
+7
+0% +$1.46K 2.96% 12
2021
Q1
$23.6M Sell
139,067
-186
-0.1% -$31.6K 3.17% 12
2020
Q4
$23.5M Buy
139,253
+95,309
+217% +$16M 3.93% 9
2020
Q3
$7.32M Sell
43,944
-357
-0.8% -$59.5K 1.53% 13
2020
Q2
$4.93M Sell
44,301
-62
-0.1% -$6.89K 1% 18
2020
Q1
$4.14M Sell
44,363
-13
-0% -$1.21K 0.98% 18
2019
Q4
$5.2M Buy
44,376
+6
+0% +$702 0.88% 24
2019
Q3
$5.32M Sell
44,370
-60
-0.1% -$7.19K 1.02% 24
2019
Q2
$4.59M Buy
44,430
+4
+0% +$413 0.9% 24
2019
Q1
$4.96M Buy
44,426
+234
+0.5% +$26.1K 1% 24
2018
Q4
$4.31M Buy
44,192
+848
+2% +$82.7K 0.96% 25
2018
Q3
$5.06M Sell
43,344
-912
-2% -$106K 1.25% 18
2018
Q2
$4.7M Buy
44,256
+968
+2% +$103K 1.22% 16
2018
Q1
$4.53M Sell
43,288
-200
-0.5% -$20.9K 1.24% 16
2017
Q4
$5.18M Sell
43,488
-100
-0.2% -$11.9K 1.43% 14
2017
Q3
$5.23M Buy
43,588
+105
+0.2% +$12.6K 1.44% 15
2017
Q2
$4.81M Buy
43,483
+6
+0% +$664 1.24% 14
2017
Q1
$4.67M Buy
43,477
+40
+0.1% +$4.29K 1.16% 14
2016
Q4
$4.98M Buy
43,437
+5
+0% +$573 1.29% 13
2016
Q3
$4.75M Buy
43,432
+15
+0% +$1.64K 1.3% 12
2016
Q2
$4.68M Buy
43,417
+5
+0% +$539 1.29% 12
2016
Q1
$4.58M Buy
43,412
+6
+0% +$633 1.17% 13
2015
Q4
$4.18M Buy
43,406
+4
+0% +$385 1.03% 14
2015
Q3
$4.28M Buy
43,402
+6
+0% +$592 1.15% 13
2015
Q2
$4.21M Sell
43,396
-193
-0.4% -$18.7K 1.11% 13
2015
Q1
$4.23M Buy
43,589
+7
+0% +$679 1.08% 12
2014
Q4
$4.85M Buy
43,582
+6
+0% +$667 1.43% 11
2014
Q3
$4.28M Buy
43,576
+6
+0% +$590 1.29% 8
2014
Q2
$4.47M Buy
43,570
+6
+0% +$616 1.45% 9
2014
Q1
$4.24M Buy
43,564
+7
+0% +$682 1.42% 9
2013
Q4
$4.58M Buy
43,557
+5
+0% +$526 1.6% 8
2013
Q3
$3.98M Buy
43,552
+7
+0% +$640 1.47% 9
2013
Q2
$3.77M Buy
+43,545
New +$3.77M 1.49% 9